Most material SEC filings — August 3, 2026

Curium US Holdings LLC agreed to acquire Lantheus Holdings for $102.50/share cash at close plus contingent value rights (CVRs) up to $12.00/share tied to sales milestones through 2030 for global prostate cancer diagnostics ($950M–$1,750M), neurology diagnostics ($300M–$350M), and DEFINITY ($400M+), totaling ~$8.0B. The transaction represents 38% premium to 60-day VWAP as of May 21, 2026. Lantheus Board unanimously approved after comprehensive strategic review including outreach to third parties. Expected close H1 2027 subject to shareholder and regulatory approvals.

Hashdex Asset Management, as sponsor of Hashdex Commodities Trust, adopted a Plan of Liquidation on August 3, 2026 to close the Hashdex Bitcoin ETF (ticker: DEFI). The Fund had ~$14.7M AUM as of July 30, 2026. Trading ceases August 17, 2026; liquidation date is August 18, 2026; cash distributions to shareholders expected ~August 24–28, 2026. The closure reflects low AUM relative to operating costs.

On July 6, 2026, Vertex Pharmaceuticals agreed to acquire Crinetics for $85.00 per share in cash, totaling ~$10.0B equity value (~$8.8B net of cash). The transaction was unanimously approved by both boards and is expected to close in Q3 2026, subject to regulatory approval and Crinetics stockholder approval. Q2 2026 net product revenue was $24.0M (vs. $0M in Q2 2025), with 245 enrollment forms submitted and 385 unique prescribers having dispensed PALSONIFY across three quarters of launch.

Atkore Inc. entered into a definitive agreement to be acquired by Prysmian S.p.A. in an all-cash transaction at $95.00 per share, representing an enterprise value of approximately $3.8 billion. Q3 2026 net sales rose 8.1% to $794.8 million; adjusted EBITDA increased 4.7% to $104.7 million and adjusted EPS grew $0.29 to $1.92. However, net income fell 98.3% to $0.7 million due to a $50 million litigation settlement and $186.5 million in total settlement expenses for the nine-month period.

Integer Holdings announced a definitive agreement with KKR affiliates for an all-cash acquisition at $127 per share, valuing the company at approximately $5.7 billion enterprise value. The transaction is expected to close pending customary regulatory approvals and stockholder consent. Integer concurrently reported Q2 2026 results showing sales decline of 2.6% YoY to $464M, GAAP operating income down 42% to $35M, and leverage of 3.2x adjusted EBITDA ($1.238B total debt), with the company withdrawing forward guidance due to the pending transaction.

SmartKem (SMTK, ~$3.6M market cap) agreed to merge with Ferrox Critical Minerals, valuing Ferrox at $125 million (less $11.4M in Ferrox debt owed to SMTK). Ferrox shareholders will receive SMTK common stock calculated at 30-day VWAP; the exchange ratio is not fixed. The deal creates a vertically integrated electronics and critical minerals company. Closing conditions include shareholder approvals, SEC registration effectiveness, Nasdaq listing, and no material adverse changes.

Indivior Pharmaceuticals (≈$1.8B market cap) and Supernus Pharmaceuticals are merging in a 100% stock-for-stock transaction with an exchange ratio of 1.5401 Indivior shares per Supernus share. Indivior will distribute a $1B dividend to pre-closing shareholders; post-close ownership is 56.5% Indivior and 43.5% Supernus. The combined entity targets $2.2B LTM net revenue (as of 6/30/26), $888M adjusted EBITDA, and at least $125M in annual cost synergies, with close targeted for Q4 2026.

As of August 2, 2026, Bitmine holds 5.8 million ETH ($10.9B at $1,880/ETH), 209 BTC, $180M in Beast Industries, $61M in Eightco (ORBS), and $173M cash/securities, totaling $11.3B. The company repurchased 4.5 million common shares in the past week under a $4B authorization; since July 1, 2026, it has repurchased 16.1 million shares total. Bitmine owns 4.8% of total ETH supply (120.7M ETH) and has staked 4.9M ETH generating projected $247M annualized staking revenues.

KKR agreed to acquire Integer Holdings in an all-cash transaction valued at approximately $5.7 billion enterprise value. Integer stockholders will receive $127 per share, representing a 51.8% premium to the April 29, 2026 closing price and 28.8% to the 30-day VWAP as of July 31, 2026. The transaction, approved unanimously by Integer's Board, is expected to close by year-end 2026, subject to stockholder approval and regulatory clearance. Integer has withdrawn its financial outlook and will not host its scheduled earnings call.

Supernus Pharmaceuticals and Indivior announced an all-stock merger of equals on August 3, 2026, expected to close in Q4 2026. The combined company will have ~$2.2B in LTM net revenue (as of 6/30/26) with diversified CNS portfolio including SUBLOCADE (opioid use disorder), Qelbree (ADHD), Zurzuvae (postpartum depression), and Gocovri/Onapgo (Parkinson's). Jack Khattar (Supernus CEO) will lead combined entity; exchange ratio is fixed but specific terms not disclosed in this filing.

American Family Mutual Insurance Company, S.I. agreed to acquire Bowhead Specialty Holdings Inc. in an all-cash merger. Merger Sub (Trident Superior Inc.) will merge with and into Bowhead, with each outstanding share of Bowhead common stock converting into $34.00 cash per share. The transaction is expected to close subject to customary conditions including regulatory approvals. Bowhead shareholders must approve the merger by required vote.

Curium US Holdings LLC agreed to acquire Lantheus Holdings, Inc. via merger for $102.50 per share in cash plus one contingent value right (CVR) per share. The merger agreement, dated August 3, 2026, involves Merger Sub (Coco Merger Sub Inc.) merging into Lantheus, with Lantheus as the surviving corporation. The transaction includes equity and debt financing commitments, with specific carveouts on divestitures (no requirement to divest certain products including LNTH-2401, MK-6240, NAV-4694, PI-2620, PYLARIFY, Neuraceq, Definity).

Supernus announced a definitive all-stock merger agreement with Indivior Pharmaceuticals, Inc. on August 3, 2026, creating a combined CNS-focused biopharmaceutical company. Q2 2026 total revenues reached $219.1M (+32% YoY), driven by growth products (Qelbree +15% to $89.2M, GOCOVRI +2% to $37.6M, ZURZUVAE collaboration revenue $35.4M, ONAPGO $13.5M). Company raised full-year 2026 guidance to $860–$890M total revenues and $150–$180M adjusted operating earnings (non-GAAP), up from prior $840–$870M and $140–$170M respectively.

BioXcel (market value ~$11M) amended its credit agreement with Oaktree Capital Management and Q Boost Holding LLC (Qatar Investment Authority) on July 31, 2026. Key changes: (1) deferred $9.02M payment from June 30 to August 31, 2026; (2) reduced minimum liquidity requirement from $7.5M to $6.25M post-amendment; (3) required company to enter definitive agreements by August 10, 2026 for either full debt repayment or alternative capital transaction acceptable to lenders; (4) froze executive compensation and benefits modifications through August 31, 2026. This is the eleventh amendment since April 2022.

3i, LP (managing member Maier Tarlow) and affiliated entities Tumim Stone Capital and 3i Management LLC filed a Schedule 13D on August 3, 2026, demanding immediate removal of CEO Michael Handley, claiming sustained mismanagement and shareholder value destruction. Over the past 60 days, 3i, LP sold approximately 144,000 shares across May–July 2026 at prices ranging from $0.41–$1.05, while simultaneously converting 485,842 shares of Series B Preferred Stock (at conversion prices $0.38–$0.55), and threatening all available shareholder remedies if the Board does not act.

BCB Bancorp reported a net loss of $14.8M in Q2 2026 (vs. $3.6M income in Q2 2025) driven by $19.0M credit loss provision (up from $4.9M), $5.3M goodwill impairment charge, and $2.6M loan sale loss. Non-accrual loans rose to $72.0M (2.73% of gross loans); provision for credit losses increased 288% YoY. Board approved Delaware reincorporation and eliminated staggered board; suspended all dividends to preserve capital.

OPKO Health, Inc. purchased 5,474,053 shares of Cocrystal common stock for $5.0 million total at $0.9134 per share (Nasdaq Consolidated Bid Price on closing date), in a private placement under Section 4(a)(2) of the Securities Act. OPKO is described as a 'longtime investor' and co-founder Dr. Phillip Frost is chairman/CEO of OPKO and principal stockholder of Cocrystal. The investment is unregistered and restricted. Cocrystal expects Phase 1b norovirus trial topline data by end of Q4 2026.

On July 31, 2026, INNOVATE Corp. amended its 10.5% Senior Secured Notes (due 2027) and 9.5% Convertible Senior Secured Notes (due 2027) via two supplemental indentures. Consenting noteholders agreed to permit PIK (payment-in-kind) interest payments for the second interest period (Feb 1–Aug 1, 2026) instead of cash, with the company issuing additional notes or increasing principal amounts. Noteholders received a 1.50% consent fee in Additional Notes (approximately $2.1M on the senior secured notes, capped at $2,073,143; identical structure on convertibles). All defaults arising from these amendments were waived. Separately, R2 Technologies (a subsidiary) extended a Lancer Capital promissory note maturity from August 4, 2025, to December 31, 2026.

Supernus Pharmaceuticals and Indivior announced a tax-free stock merger in which Supernus shareholders receive 1.5401 Indivior shares per share, resulting in 43.5% Supernus and 56.5% Indivior ownership post-close. Prior to closing, Indivior will distribute $1 billion in aggregate dividends to pre-closing shareholders. The combined company, retaining the Supernus name, targets Q4 2026 close, projects $2.2B in combined LTM revenues (as of 6/30/26), expects $125M+ annual cost synergies, and maintains 0.99x pro forma net leverage after $650M debt for the dividend.

Flotek Industries signed a 10-year agreement with Puerto Rico Electric Power Authority (PREPA) to supply its PWRtek platform for a 400 MW natural gas power project. The contract generates approximately $400 million in expected revenue backlog (~$40 million annually), with Flotek providing up to 40 MW generation capacity and six pairs of smart conditioning/distribution skids. Equipment deployment begins Q4 2026, full deployment by Q1 2027.

Ault Lending, LLC agrees to purchase up to 25,000 shares of Series D Convertible Preferred Stock from Alzamend Neuro at $1,000 per share ($25M aggregate purchase price; $26.25M stated value at $1,050/share), in three tranches over 17 months. Initial tranche: $7.5M (7,500 shares); Second tranche: $2.5M (2,500 shares) after registration statement effectiveness; Subsequent tranches: $15M in monthly $1M installments. Conversion price uses 20% floor or 80% of 5-day low, capped at $2.00. Purchaser gains board observation rights, most-favored-nation status, participation rights on future offerings, and 4.99% beneficial ownership cap unless stockholder-approved.

Newbridge Acquisition Ltd (SPAC, ~$59.7M assets) agreed to merge with Startech Group Inc. (AI/fintech company with AQP Water and StarOS segments) on August 3, 2026. Enterprise value: $1,000,000,000 (Base Purchase Price). Company shareholders receive Parent Common Shares via Conversion Ratio (merger consideration divided by $10.00 per share). Deal includes $5M+ PIPE investment. Domestication of Parent from BVI to Delaware corporation precedes merger. Outside closing date: November 2, 2027.

Ainos reported Q2 2026 revenue of $152 (down from $4,663 in Q2 2025) and six-month net loss of $7.1M on minimal revenue of $313. Balance sheet shows $11M in convertible notes payable moved to current liabilities and $2.8M loan payable as of June 30, 2026 (vs. $0 debt at year-end 2025). Cash increased to $1.4M from $417K, but stockholders' equity collapsed 57% to $3.3M from $7.6M, reflecting accumulated losses of $74.6M. The company is advancing AI Nose deployments under a $2.1M backend semiconductor contract announced previously, but generating negligible commercial revenue.

Bluerock Acquisition Corp. (SPAC, ~$175M assets) agreed to merge with Bitonic Technology Labs Inc. d/b/a Yellow.ai via a business combination. Deal involves Purchaser domestication from Cayman to Delaware, merger with Yellow.ai becoming wholly-owned subsidiary, $50M convertible note PIPE, and equity PIPE at $10/unit. Yellow.ai stockholders receive merger consideration in Domesticated Purchaser Common Stock based on per-share calculation; deal includes 750,000 founder shares forfeiture by Sponsor for nil consideration.

Nuwellis, Inc. (market cap ~$4.6M) issued 1,310,890 shares of common stock at $2.59/share plus warrants to purchase up to 100% of shares sold, raising approximately $3.4 million gross proceeds. Placement agent Ladenburg Thalmann Co. Inc. received 9.0% cash fee (~$306K), 0.85% management fee (~$29K), warrants equal to 3.0% of shares sold, and $90K expense reimbursement. Securities are registered under Form S-3 (File No. 333-280647). Investor warrants exercise price is $2.59 with 5-year term; placement agent warrants have 165% of offering price as exercise price with 5-year term. Closing Date July 31, 2026.

Skyworks agreed to acquire Qorvo for approximately $8.4 billion (announced October 27, 2025; shareholder approval February 11, 2026). Deal consideration: each Qorvo share receives 0.960 Skyworks shares plus $32.50 cash. Pro forma shows combined entity will be ~$17.96B in assets with $5.5B quarterly revenue; pro forma net loss of $24M for full-year period due to $622M in merger/financing adjustments. FTC issued Second Request on February 5, 2026, extending regulatory review; Skyworks debt exchange offers remain open through September 1, 2026.

Atkore Inc. entered into a definitive merger agreement dated August 2, 2026, with Prysmian S.p.A. (buyer) to merge via Trinity Merger Sub, Inc. Merger consideration is $95.00 per share in cash. As of July 30, 2026, 33,772,550 shares were outstanding. The transaction is expected to close by August 2, 2027 (12 months), extendable to 15-18 months if regulatory conditions pending. Company Termination Fee is $115,920,000 if Atkore terminates to accept a superior proposal or if a 50%+ qualifying transaction closes within 12 months post-termination.

GameStop agreed to exchange approximately $1.4 billion aggregate principal of convertible senior notes ($400M of 2030 Notes and $1.0B of 2032 Notes) for shares of Class A common stock with existing noteholders via private exchange agreements. No cash proceeds received; debt reduced by $1.4B upon closing expected September 23, 2026. Share count determined by 35-day VWAP beginning August 3, 2026, subject to a price floor.

Hughes Satellite Systems Corporation and certain U.S. subsidiaries (including Hughes Network Systems, LLC) filed voluntary Chapter 11 bankruptcy on August 3, 2026, in the Bankruptcy Court for the Southern District of Texas to restructure debt and refocus on B2B, government, and defense operations. EchoStar Corporation, Hughes' international subsidiaries, DISH TV, Sling TV, and Boost Mobile are not included in the filing and remain unaffected. Hughes states it has sufficient liquidity to fund near-term operations and will seek Court approval of customary first-day motions to continue ordinary business operations.

American Bitcoin grew its Bitcoin holdings from ~7,021 BTC (March 31, 2026) to ~8,002 BTC (June 30, 2026), a 14% quarterly increase of ~981 BTC, driven by record Q2 mining production of ~932 BTC. Mining revenue was $67.0M (Q2 2026) vs. $62.1M (Q1 2026); gross margin held near 50% despite 12% Bitcoin price decline. Satoshis per share increased 11% quarter-over-quarter while shares outstanding grew only 3%, indicating per-share accretion. Net loss was $57.2M (Q2) vs. $81.8M (Q1), with Adjusted EBITDA of negative $45.0M (Q2) vs. negative $91.3M (Q1).

Indivior Pharmaceuticals and Supernus Pharmaceuticals have agreed to merge in an all-stock transaction dated August 1, 2026. Supernus shareholders will receive 1.5401 Indivior shares per Supernus share (Exchange Ratio). The combined company will be renamed Supernus, Inc., trade under Supernus's existing ticker, and be governed by a board split equally between Indivior and Supernus designees with an Indivior designee as chair. Both boards unanimously approved the merger; stockholder approval required from both companies.

Indivior Pharmaceuticals and Supernus Pharmaceuticals signed a definitive merger agreement dated August 1, 2026, whereby Indivior will acquire Supernus in an all-stock transaction. Supernus shareholders will receive 1.5401 Indivior shares per Supernus share held (the Exchange Ratio). The combined company will be renamed Supernus, Inc., trade under Supernus's existing ticker, and be governed with equal board representation (50/50 split between Indivior and Supernus designees), with an Indivior designee as Chair and Supernus's existing CEO/CFO/senior management continuing in those roles.

Indivior reported Q2 2026 total net revenue of $343M (+14% YoY) with record SUBLOCADE revenue of $253M (+21% YoY) and record adjusted EBITDA of $186M (+111% YoY). The company raised full-year 2026 guidance: total revenue to $1,295M–$1,365M (vs. prior $1,215M–$1,285M), SUBLOCADE revenue to $1,010M–$1,050M (vs. prior $950M–$990M), and adjusted EBITDA to $700M–$740M (vs. prior $620M–$660M). Simultaneously, Indivior announced a definitive merger agreement with Supernus Pharmaceuticals (all-stock, merger of equals) expected to close Q4 2026. In Q2, Indivior repurchased 4.7M shares for $175M; year-to-date repurchases totaled 8.6M shares for $300M at average price of $34.73.

Autolus Therapeutics plc issued $250M in secured notes (Tranche 1: $75M on July 30, 2026; Tranches 2-4: up to $25M, $75M, $75M on future dates) to Perceptive Credit Holdings V, LP. Notes bear interest at 7.25%-6.75% (stepping down with revenue milestones), mature July 30, 2031, with 8% early redemption premium in year 1, declining to 1% by year 5. Issuer granted warrants to purchase up to 8.5M ADSs at 125% of 30-day VWAP at each tranche's issuance. Notes secured by substantially all assets of Issuer and Guarantors; subsidiaries required to guarantee. No prepayments permitted before year 5 without fees.

TG Therapeutics reported Q2 2026 total revenue of $240.3M (BRIUMVI U.S. net product revenue $227.7M, up 64% YoY) and raised full-year 2026 guidance to approximately $950M total global revenue and $890–905M BRIUMVI U.S. net revenue, signaling strong commercial traction. The company also announced positive Phase 3 ENHANCE results supporting a simplified one-dose initiation regimen, Phase 1 subcutaneous BRIUMVI data (>60% bioavailability vs. IV), and advancement into myasthenia gravis and schizophrenia indications. Cash position stands at $612.3M as of June 30, 2026.

Ocular Therapeutix confirmed FDA-aligned pathway for AXPAXLI (wet AMD) NDA submission in Q4 2026 via 505(b)(2) pathway, potentially accelerating review by up to 60 days. SOL-1 Phase 3 data showed 72% estimated reduction in injection burden over 60 weeks (1.95 vs 7.00 injections) versus on-label aflibercept. Company maintains $598.6M cash (runway into 2028), Q2 2026 net loss was $(78.8)M on flat $13.5M revenue; R&D expenses increased to $54.1M.

Brookfield Asset Management completed its acquisition of Oaktree on August 3, 2026, integrating a premier credit manager into its platform. The deal expands Brookfield's credit platform to $365B and increases U.S. operations to over 60% of employee base and nearly 50% of revenue. Howard Marks and Bruce Karsh assume co-chair roles at Oaktree while maintaining other leadership positions.

Anavex announced the nomination of two new independent directors, Gautam Patel and Dr. Adrian Senderowicz, for election at the 2026 Annual Meeting, while removing former CEO Christopher Missling and director Steffen Thomas from the slate. Concurrently, the board filed a preliminary proxy statement opposing PVG Asset Management Corporation and Patrick Adams' attempt to seize control; PVG owns only 0.35% of outstanding shares but seeks to replace the entire board. Interim CEO Dr. Terrie Kellmeyer was appointed following Missling's termination for cause.

Charter Communications agreed in May 2025 to acquire Cox Communications from Cox Enterprises in a transaction consisting of: (1) Charter paying $3.5B cash for Cox's commercial fiber/managed IT business; (2) Charter Holdings paying $650M cash plus $6.0B convertible preferred units (6.875% dividend) and 33.6M common units for Cox's residential cable business; (3) combined entity assumes ~$12.4B Cox net debt. Cox's H1 2026 revenues were $6.067B (down 4% YoY to $6.323B), net income $874M. Pro forma combined H1 2026 revenues estimated $33.2B. Transaction expected to close, pending regulatory approval.

Air Industries Group amended its merger agreement with Tenax Aerospace Acquisition, LLC, extending the Outside Date by 60 days from September 30, 2026 to November 30, 2026. The extension was triggered by SEC review of the S-4 registration statement filed July 22, 2026; management states the economic terms of the merger remain unchanged and expects the S-4 to become effective by end of Q3 2026.

Esquire Financial Holdings completed its acquisition of Signature Bancorporation on August 1, 2026. The combined company has approximately $4.8 billion in total assets, $3.3 billion in loans, and $4.0 billion in total deposits as of June 30, 2026. Signature Bank will operate as a division of Esquire Bank under the name 'Signature, a division of Esquire Bank,' with Michael G. O'Rourke as President and two former Signature executives (Kevin P. Bastuga and Bryan D. Duncan) as Executive Vice Presidents; two Signature board members (Michael G. O'Rourke and Leonard S. Caronia) were appointed to Esquire's Board.

Liberty Global completed acquisition of Vodafone's 50% stake in VodafoneZiggo for approximately €1.0 billion cash plus 10% equity in new holding company Ziggo Group. Liberty retains 90% of Ziggo Group (€6.6bn revenue, 13M customers across Netherlands, Belgium, Luxembourg), with planned 2027 Amsterdam listing via tax-free spin-off to shareholders. Concurrent debt refinancings: Wyre drew €2.71bn of €4.35bn facility; Telenet repaid €2.12bn debt maturing 2028; €1.2-1.4bn asset disposals underway.

Effective immediately August 3, 2026, the Board removed Aaron Day as Chairman and CEO (he remains as director). Joel Krutz, previously CFO, was named interim CEO while retaining CFO duties. Michael Pruitt, former Vice Chairman, became Chairman. No severance amounts, equity details, or timeline for permanent CEO search disclosed. The filing emphasizes board confidence in strategy and cost/revenue optimization.

Allison Transmission (market cap $7.9B) acquired Dana's Off-Highway business on January 1, 2026 for $2.529B (net of cash). Q2 2026 consolidated net sales were $1.566B (+92% YoY, with $706M from Off-Highway); adjusted EBITDA $404M (25.8% margin); adjusted diluted EPS $2.73 (+8% YoY). Company raised full-year 2026 net sales guidance to $5.8–6.0B (from $5.575–5.925B), adjusted EBITDA to $1.465–1.575B (from $1.365–1.515B), and adjusted free cash flow to $745–865M (from $655–805M). Integration expenses of ~$140M pre-tax expected in 2026, including $75M inventory step-up charge.

Sterling Infrastructure reported Q2 2026 revenues of $1,168M (90% YoY increase; ~50% organic), adjusted diluted EPS of $5.80 (116% increase), and adjusted EBITDA of $257M (104% increase). The company raised full-year 2026 guidance to $4.0–4.15B revenue, $19.70–20.30 adjusted diluted EPS, and $891–916M adjusted EBITDA. Acquisitions of CEC (electrical services) and Stone Ridge contributed $251M of Q2 revenue. Backlog reached $4.33B (up 116% YoY, 50% organic), with combined backlog at $5.62B. E-Infrastructure segment drove growth (192% revenue increase), while Transportation segment contracted 20% due to deliberate resource reallocation to higher-margin E-Infrastructure work.

Q2 2026 revenue reached $1.935B (93% YoY growth); U.S. commercial revenue grew 149% YoY to $764M; company raised FY2026 revenue guidance to $8.150–$8.158B (82% growth) and U.S. commercial revenue guidance to $3.424B+ (134% growth). Closed $3.373B in TCV (49% YoY growth) with record $2.132B U.S. commercial TCV (153% YoY). GAAP net income $1.062B (55% margin); adjusted free cash flow $1.220B (63% margin). Cash position: $9.2B.

Backblaze reported Q2 2026 revenue of $42.7M (+18% YoY), with B2 Cloud Storage revenue of $26.6M (+34% YoY) and Computer Backup of $16.1M (-2% YoY). The company signed a landmark 5+ year, $335M strategic agreement with CoreWeave including 4.2M warrants valued at ~$22M, adding $313M net RPO. Full-year 2026 revenue guidance raised from $161.5–$163.5M to $172.0–$174.0M; Adjusted EBITDA margin raised from 23–25% to 27–29%.

Ethos reported Q2 2026 revenue of $189.6M (113% YoY growth) with 107,847 new policies activated (133% YoY growth). Net income was $19.5M (10% margin); Non-GAAP net income $35.0M (18% margin). The Board authorized a share repurchase program of up to $100M of Class A common stock. FY2026 guidance: $727–731M revenue (88% growth), $119–123M Adjusted EBITDA.

Keros disclosed a December 2024 exclusive global license agreement with Takeda for elritercept (KER-050): $200M upfront payment, plus potential development ($90M), approval ($280M), and sales milestones ($740M), with tiered royalties in the low double-digits to high teens. The company also presented Phase 1 data for rinvatercept (KER-065) in DMD showing improved lean muscle, bone density, and fat reduction; a Phase 2 DMD trial (~24 patients) is underway with initial data expected H1 2027; and a Phase 2 ALS trial design is planned for regulatory engagement in H2 2026.

Electronic Arts issued a standard form RSU award agreement under its 2019 Equity Incentive Plan with a specific modification tied to a Change in Control resulting from the Agreement and Plan of Merger dated September 28, 2025, between Oak-Eagle Acquireco, Inc., Oak-Eagle Mergerco, Inc., and EA (the 'Oak Closing'). The RSU agreement states that upon a qualifying termination in connection with the Oak Closing, RSUs will vest on a pro-rata basis (based on days of service during the vesting period) rather than vesting in full—a material departure from standard change-of-control treatment under the CIC Plan. No specific share count or individual participant identified in the form; this is a template document. The document does not disclose the aggregate value or number of shares subject to grants, making the quantitative impact unspecifiable from this filing alone.